Rob Ziliak, Cfp® Email & Phone Number

Hilton Head Island, Sc, Us

St Louis, Missouri, United States

Responsible for contributing to the firm’s strategic vision, leadership for C-suite and Managing Director-level executive team, and ongoing oversight for the firm’s advisor/client experience (includes practice management, events, and learning & development), investments, planning, plus current and future specialized solutions (tax, retirement, business solutions, institutional, and family budget services). The CSO is accountable for the overall success of the firm’s experiential design, implementation, and functional support for clients and advisors across the Buckingham community. Accountability includes support for key organic and inorganic growth initiatives, support for the efficient operation of the firm’s two core business units including the persistent evolution of Buckingham’s service offerings, and advisor/client experience.

St. Louis County, Missouri, United States

*Through merger with The Colony Group on June 30, 2024, the Board of Directors for Buckingham Strategic Wealth was discontinued *The Board of Directors is collectively responsible for the strategic vision and oversight of Buckingham Wealth Partners. Board Directors serve as day-to-day operational executives and leaders within Buckingham Wealth Partners and serve as trusted advisors to the CEO and executive leadership as they develop and implement Buckingham Wealth Partners strategic plan. A Board Director advises on strategic plans, participates in evaluations of the business and monitors financial affairs. Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an Evidence-Driven Investing™ approach. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services created to free up an advisor's workday so they can spend more time helping clients achieve their dreams of financial prosperity. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax or legal advice.

St. Louis County, Missouri, United States

Responsible for contributing to the firm’s strategic vision, C-suite and Managing Director-level executive team partner/leadership, and ongoing oversight for the firm’s investments, planning, technology/infrastructure, service/trading, solutions, strategic initiatives, client/advisor experience, and day-to-day operations. The COO is accountable for the overall success of the firm’s experiential design, implementation, and functional support for clients and advisors across BWP. Included accountability is support for key organic and inorganic growth initiatives, support for the efficient operation of the firm’s two core business units including the persistent evolution of Buckingham’s infrastructure, service offering, and advisor/client experience.

Greater St. Louis Area

Leader of the firm’s creation, development , and integration of the firm’s advisor and end-client experience for deployment across Buckingham Wealth Partners. Collaborated with fellow leaders to review and design a suite of advisory models that support clients throughout their lifecycle. Generated resources and processes to elevate the consistent quality of clients’ holistic personal and digital experiences across the organization.

Indianapolis, Indiana Area

Post-transaction of Hufford Advisors into Buckingham, served as leader for many geographically disparate advisory teams/offices and retirement plan services within Buckingham Strategic Wealth (fee-only RIA).

Indianapolis, Indiana, United States

Joined firm’s founder as equity partner, leading fee-only fiduciary financial planners and wealth advisors, as well as client relationships. Firm primarily delivered comprehensive planning and portfolio management to members of the dental profession, capitalizing on unique financial opportunities available to professional business owners. Led efforts to sell business to Buckingham, establishing long-term continuity plan for clients and associates.

Indianapolis, Indiana Area

Served employees and clients through a variety of leadership roles across Schwab's retail branch network, Schwab Private Client advisory service, Schwab Bank, and Client Service & Support.

Greenwood, Indiana, United States

Obtained Series 7 & 63 securities licenses plus Life, Accident & Health Insurance licenses. Created, served and retained client relationships by advising on investment portfolios, retirement planning strategies, risk management, and more.

Master Of Science, Personal Financial Planning

Cfp Certification Professional Education Program, Certified Financial Planner

Completed required education curriculum in preparation for CFP® Board Exam.

Bachelor Of Arts, Sociology